Marketing & OutreachPurpose
1.2. Automates referral code generation, sharing mechanisms, participant tracking, bonus allocation, and follow-up for marketing campaigns.
1.3. Streamlines customer acquisition through digital word-of-mouth, automating outreach, engagement, and data synchronization across systems.
1.4. Ensures compliance, prevents abuse, and maximizes conversion rates by automating eligibility checks and personalized communication.
Trigger Conditions
2.2. Existing member refers a friend or shares unique referral code.
2.3. Referred customer makes a first booking or purchases a range pass.
2.4. Periodic campaign launches or seasonal marketing pushes.
2.5. Review or feedback submitted after visit for bonus release automation.
Platform Variants
• API: /lists/{list_id}/members
• Automates triggered email sequences with referral invitations and follow-ups.
3.2. Salesforce
• API: /services/data/vXX.X/sobjects/Lead
• Automates lead tracking, referral source attribution, and custom campaign logic.
3.3. HubSpot
• Endpoint: /crm/v3/objects/contacts
• Automates creating contacts, automating referral status updates, and managing lists.
3.4. Twilio SMS
• Function: SendMessage API
• Automator for SMS notifications with referral codes and reminders.
3.5. SendGrid
• API: /mail/send
• Automates reward notification and program milestone emails.
3.6. Google Sheets
• Sheets API: spreadsheets.values.append
• Automates referral ledger logging for tracking and auditing.
3.7. Slack
• Incoming Webhooks
• Automates instant staff notifications when new referrals are made.
3.8. Intercom
• Conversations API
• Automates referral-related messages and automated responses to queries.
3.9. Zoho CRM
• API: /crm/v2/Contacts
• Automates new referral record creation and workflow rule triggers.
3.10. Airtable
• API: /v0/{baseId}/{tableName}
• Automates visual tracking, status updates, and reward automation.
3.11. Shopify
• Admin API: /admin/api/2022-07/orders.json
• Automates referral-code discounts and order tagging for eligible referrals.
3.12. Stripe
• API: /v1/charges
• Automates rewards issued as credits or gift cards post successful payment.
3.13. Facebook Messenger
• Send API
• Automator for auto-messaging invitations and program updates.
3.14. ActiveCampaign
• API: /api/3/contacts
• Automates entry into targeted automations based on referral activity.
3.15. Segment
• Track API
• Automates centralized event tracking for all referral program actions.
3.16. Zapier
• Webhook app
• Automates data movement, reward triggers, and notification flows.
3.17. Pipedrive
• API: /v1/persons
• Automates person addition and referral-link management.
3.18. Klaviyo
• API: /v1/person
• Automates personalized email reminders for inactive referrers.
3.19. Notion
• API: /v1/pages
• Automation for documenting processes and performance status boards.
3.20. Webflow
• CMS API: /collections/{collection_id}/items
• Automates showcasing top referrers on the archery range’s site.
3.21. Typeform
• Responses API
• Automates capturing new referrals and feedback using custom forms.
3.22. Monday.com
• API: /v2
• Automates program task orchestration and progress visualization.
3.23. Trello
• Cards API
• Automates card creation for each new referral, including status checked automatically.
3.24. WhatsApp Business API
• Send Message
• Automator for outreach, referral reminders, and link sharing messages.
Benefits
4.2. Automating communication improves engagement and referrer motivation.
4.3. Automator reduces human error and eliminates missed reward opportunities.
4.4. Automation ensures seamless omni-channel outreach and instant notification to users and staff.
4.5. Automated analytics surface key insights for continuous program optimization and growth.